Wayne Cook II is a financial advisor with GWN Securities Inc. in Amsterdam, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved as an insurance agent with V. Mathis Insurance Services and Risk Advisors, LLC, and creates non-securities audio and video content. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset allocation and legacy market-timing strategies.

Connor Chambers is a financial advisor with Valic Financial Advisors in Corinth, NY, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Cynthia Powell is a Series 63 licensed financial advisor with 39 years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has held prior positions at Infinex Investments, Inc., Isagenix, and Melaleuca. Powell serves as a voting board member of the Schenectady Business and Professional Women's Club Inc. and is vice president of a local BNI Referral Group. OSAIC Institutions, Inc. is a hybrid SEC-registered investment adviser and broker-dealer that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, employing a model that delegates investment management to its adviser representatives while maintaining firm supervision.

Andrew Roberts is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Banc Of America Investment Services, Inc. and KeyBank. He has been with Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with a focus on predominantly non-discretionary management within wrap-fee programs.

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

Ronald Rybij is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a general agent involved in the sales and service of life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Jason Heller is an investment advisor representative at Kestra Advisory Services with 28 years of industry experience. He has worked at Kestra Investment Services and Harris & Murray since 2004 and has been with Kestra Advisory Services since 2016. He is also a general partner at Stage 2 Planning Partners of NY, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving clients with assets under management totaling approximately $79.8 billion.

Eileen Vitarelle is a financial advisor with Commonwealth Financial Network in Rexford, NY, holding a Series 66 designation and 27 years of industry experience. She is the owner of Peridot Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, compliance, and practice-management support, offering a variety of advisory programs and model portfolios managed by its Investment Management and Research team.

Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.

Joseph Scanlan is a financial advisor with Key Investment Services LLC in Amsterdam, NY, holding Series 63 and Series 66 designations. He has 14 years of industry experience, including time at KeyBank. He also serves as trustee of a family irrevocable trust. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and integrates services from KeyCorp affiliates to support its offerings.

Jonathan Castle is a financial advisor with Key Investment Services LLC in Albany, NY. He holds the Series 66 designation and has 14 years of industry experience, including three years at Merrill prior to joining Key Investment Services in 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model that integrates platform services from Envestnet and portfolio management by the Key Wealth Chief Investment Office and third-party managers, with offerings that include multiple wrap programs and ancillary insurance products.

Justin Pangburn is a Series 66 licensed financial advisor with Private Advisor Group, LLC, based in Albany, NY. He has one year of experience with Private Advisor Group and three years at LPL Financial. His background also includes a year at American National Insurance and six years at SUNY Brockport. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Kyle Chambers is a financial advisor with Valic Financial Advisors in Albany, NY, holding a Series 66 designation and six years of industry experience. He has worked with Valic Financial Advisors since 2019 and also operated a business, Kyle's Creations L.L.C., from 2022 to 2024. Outside of his advisory work, he is an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Stephen Mitola is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Key Investment Services since 2008 and previously spent two years at Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates offerings from KeyCorp affiliates to support its investment strategies.

Gregory Gosier is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He is also an independent insurance agent and owner of Empire State Wealth Management LLC, a firm involved in the sale and service of insurance, securities, and investment products. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and organizations. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Andrew Murphy is a Series 66-licensed financial advisor with four years of industry experience, currently practicing at Equitable Advisors since 2022. His prior work includes roles at Canoe Island Lodge and employment at St. Lawrence University and Glens Falls City School District. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, utilizing third-party asset managers and advisory programs alongside firm-offered solutions.

Matthew Mead is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include seven years at the Office of the NYS Comptroller and three years at The AYCO Company, L.P./Mercer Allied. He has been with Cetera Investment Advisers LLC since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

Andrew Sayles is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked with the Burnt Hills Ballston Lake Central School District and Capitol Appraisals. Outside of his advisory role, he has been involved with multiple rowing organizations, including the Burnt Hills Rowing Association and Community Rowing Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Greenwood is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at Cetera since 2019 and previously spent 24 years at Foresters Financial and 7 years at Foresters Advisory Services LLC. He serves as Vice President of the Glens Falls Grandstanders Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of program options and manages over $256 billion in assets.

Michael Copulos is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and brings no prior industry experience. His background includes roles outside the financial sector, such as work at Glen Arbor Golf Club and Deer Studios NYC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides ERISA fiduciary services for qualified plans.